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Lee Financial’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Lee Financial’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-400
Closed -$11.9K – 727
2023
Q4 		$11.9K Hold
400
– – ﹤0.01% 398
2023
Q3 		$10.4K Hold
400
– – ﹤0.01% 405
2023
Q2 		$11.7K Hold
400
– – ﹤0.01% 384
2023
Q1 		$11.9K Hold
400
– – ﹤0.01% 387
2022
Q4 		$11.6K Hold
400
– – ﹤0.01% 435
2022
Q3 		$11K Sell
400
-250
-38% -$8.58K ﹤0.01% 423
2022
Q2 		$22K Hold
650
– – ﹤0.01% 325
2022
Q1 		$25K Buy
650
+400
+160% +$15K ﹤0.01% 310
2021
Q4 		$11K Hold
250
– – ﹤0.01% 489
2021
Q3 		$10K Buy
+250
New +$10.3K ﹤0.01% 429

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Lee Financial's SRVR Position: Q1 2024 in Review

Lee Financial sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 400 shares — an estimated $11.9K sold.

Lee Financial first reported a position in SRVR in Q3 2021 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

  • Lee Financial reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 400 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $11.9K.
  • Lee Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $25K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.